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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-12-26 |
| TX | RA | APPROVED_RES | 2018-11-27 |
Branch Locations
2335 E Margaret Dr, Terre Haute, IN 47802 • United States
W Terre Haute, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 12/1996 | 11/2018 |
| Ameriprise Financial Services Inc | Terre Haute | IN | 11/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Terre Haute | IN | 03/2020 | Present |
Business Ownership; Shrood Services, Inc.; President, file taxes, buy office supplies, cards, gifts, etc.; Pass through for expenses related to financial planning income through The Volkers Group/Ameriprise Financial; 5595 W Nevada Dr, , West Terre Haute, IN, 47885; Not Investment-Related; 11/09/2004; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Victory Grand Slam, LLC; Office Manager - Oversee Victory Grand Slam office employees.; The company is a financial advisory practice of Ameriprise Financial. I am the office manager of the practice.; 2335 E Margaret Dr, , Terre Haute, IN, 47802; Investment-Related; 07/01/2018; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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